BA
Bellwether Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
4,378
+965
| +28% | +$80.5K | 0.06% | 93 |
|
|
2025
Q1 | $261K | Sell |
3,413
-56
| -2% | -$4.28K | 0.05% | 107 |
|
|
2024
Q4 | $266K | Buy |
3,469
+710
| +26% | +$54.4K | 0.05% | 115 |
|
|
2024
Q3 | $218K | Buy |
+2,759
| New | +$218K | 0.04% | 115 |
|
|
2023
Q2 | – | Sell |
-2,214
| Closed | -$141K | – | 105 |
|
|
2023
Q1 | $141K | Sell |
2,214
-617
| -22% | -$39.2K | 0.04% | 141 |
|
|
2022
Q4 | $169K | Buy |
2,831
+226
| +9% | +$13.5K | 0.05% | 126 |
|
|
2022
Q3 | $144K | Buy |
2,605
+191
| +8% | +$10.6K | 0.05% | 110 |
|
|
2022
Q2 | $144K | Buy |
2,414
+908
| +60% | +$54.2K | 0.05% | 125 |
|
|
2022
Q1 | $103K | Buy |
+1,506
| New | +$103K | 0.03% | 154 |
|
|
2021
Q2 | – | Sell |
-904
| Closed | -$60K | – | 423 |
|
|
2021
Q1 | $60K | Buy |
904
+27
| +3% | +$1.79K | 0.02% | 161 |
|
|
2020
Q4 | $56K | Buy |
+877
| New | +$56K | 0.02% | 159 |
|